Identify and qualify new business opportunities within the Banking and Payments industries, with a specific focus on the US market.
Build and execute multi-channel outbound sequences (email, phone, LinkedIn) to proactively identify sales opportunities.
Conduct structured qualification calls to assess ICP fit, buying intent, and key qualification criteria for both inbound and outbound leads.
Develop and nurture relationships with multiple buying personas at Financial Institutions and FinTechs, understanding their needs and tailoring your presentation of Form3's solutions accordingly.
Maintain accurate records of activity, qualification notes, and pipeline metrics in Salesforce and engagement tools.
Stay informed about industry trends and competitor activities to ensure alignment to Form3’s strategy, and identify possible market opportunities.
Work closely with Sales and Marketing teams to refine messaging, targeting, and pipeline strategy.
Requirements
1-2 years' experience in sales development, business development position, or similar pipeline-generation role within B2B (Fintech/payments experience preferred)
Proven track record of qualifying inbound leads and generating outbound sales qualified opportunities (SQO’s)
Experience of high value, low volume business development practices.
Hands-on experience using sales engagement platforms (e.g. Outreach, Salesloft, Apollo) to build and manage sequences and cadences.
Strong multi-channel prospecting skills, including email, LinkedIn and cold calling.
Understanding of the Financial Services landscape, including payments, banking, and FinTech desirable.
Proven ability to build and maintain relationships with key stakeholders.
Proficient in Salesforce (or similar CRM) with disciplined activity tracking and opportunity handover
Excellent communication, presentation, and interpersonal skills.
A proactive and results-driven attitude with a strong work ethic.
Process-oriented, whilst being able to think critically to identify inefficiencies and solve problems.
Flexible, adaptable and able to thrive within a fast-paced and quickly evolving environment.